Baron Small Cap Fund Q1 2026 Shareholder Letter
The Baron Small Cap Fund experienced a decline in the first quarter of 2026, underperforming the Russell 2000 Growth Index. Key contributors to the fund's performance included Vertiv Holdings Co, Cognex Corporation, and RBC Bearings Incorporated, while detractors included Planet Fitness, Inc., Gartner, Inc., and Guidewire Software, Inc. The fund also initiated positions in Once Upon a Farm, PBC, which is noted for its rapid growth in the modern childhood nutrition sector.
- ▪The Baron Small Cap Fund trailed the Russell 2000 Growth Index in Q1 2026.
- ▪Top contributors to the fund included Vertiv Holdings Co, Cognex Corporation, and RBC Bearings Incorporated.
- ▪The fund initiated positions in Once Upon a Farm, PBC, a leader in modern childhood nutrition.
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